Carmines, Robbins & Company can provide innovative solutions with your financial goals in mind. Our focus is to provide you with continuous, reliable support now and for years to come, helping you to realize all your financial goals.
Financial Planning—Our CERTIFIED FINANCIAL PLANNER™ professionals (Robert W. Carmines and Athena Robbins) can assist you in securing your financial future through comprehensive, long-range financial planning. We are able to offer insurance products and investment solutions designed to help build wealth, protect assets and limit your liabilities. Whether you’re planning for college, retirement, or need guidance on estate planning, think of us as your trusted advisor to serve all your financial needs.
Estate Planning—our skilled team can help safeguard your accumulated wealth for future generations through proactive initiatives to reduce the tax burden of your estate. We can also assist with estate tax compliance reporting and estate administration.
Business Management Consulting—we offer years of experience advising business owners on a wide variety of challenges encountered in every phase of your business’s lifecycle. We can help with start-up, financing, business plan creation, personnel, forecasting, and analysis of business operations, or expansion.
Software Consulting—are you considering purchasing new technology to help your business improve reporting and run more efficiently? Let our tech savvy staff direct you to the solution that best meets your particular needs. We specialize in QuickBooks, QuickBooks Online, Quicken, and Peachtree software support.
Business Succession Planning/Sales & Purchases—our business advisors will implement financial management strategies that protect your company’s position, maximize its value and help you plan for its succession. We also have extensive experience with sales and acquisitions. We can also assist in properly structuring the transaction to mitigate your tax liability.
We enjoy sitting down over a great cup of coffee to learn more about you, your needs and your financial goals. Here are a few things we can do for you:
• We'll sort out your accounting.
• We'll minimize your taxes.
• Timely service and clear fee structure.
• Quicken/QuickBooks/QuickBooks Online/Peachtree Specialists.
• CERTIFIED FINANCIAL PLANNER™ professionals
• Initial consultation...no charge!
• Great coffee!
Carmines Robbins' offers customized accounting services including BOSS™ (Back Office Support System) for the dental arts profession.
If you plan to attend a conference soon, it will likely be a virtual event. While some may dismiss virtual conferences as just sitting in front of a computer, the fact is they can be more comfortable (sweatpants, anyone?), more rewarding and every bit as enjoyable as an in-person event. If you’re a virtual conference newbie, here are some tips to get the most from your experience:
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